Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Zollett is a financial advisor with The Leaders Group, Inc. Jacob has been in the financial services industry for over 16 years. Jacob holds Series 6, 63 and SIE licenses, and is registered in Colorado, Florida, Illinois and Ohio. Jacob is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CO
10/26/2018 - Present
THE Leaders Group, Inc. (LITTLETON CO)
OH
08/29/2001 - 05/14/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 12/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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